CreativeOne Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.52M | Sell |
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|
2025
Q2 | $4.66M | Buy |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $715K | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $799K | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $3.65M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $2.69M | Buy |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $983K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $205K | Buy |
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